See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,002 | $95,803+262.2% | $113,168+206.6% | $84,808+309.2% |
| Participation rate | 98.5% | 72.9%+25.6pp | 76.6%+21.9pp | 68.3%+30.2pp |
| Annual return | 13.15% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $7,140 | $2,360+202.5% | $2,975+140.0% | $2,631+171.4% |
| Participant deferral / active EE | $8,135 | $4,242+91.8% | $5,107+59.3% | $4,212+93.2% |
| Admin fee / account holder | $20,134 | $8,989+124.0% | $12,068+66.8% | $7,344+174.2% |